Financial Advisor | Pagadian City

Sun Life Financial - Evergreen NBO

  • Pagadian, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Pagadian, Zamboanga Peninsula, Philippines
    Zamboanga Peninsula
  • 1,200,000.00 - 4,000,000.00 PHP / yearPHP1,200,000.004,000,000.001,200,000.00YEAR
  • Freelance
Posted 2 months ago and deadline of application is on 7 May
Recruiter was hiring 39 minutes ago

Financial Advisor | Pagadian City

Sun Life Financial - Evergreen NBO

Job Description

Financial advisors assist individuals with their investment strategies by assessing clients' financial situations and making recommendations. Advisors often execute strategies for clients. Clients' needs can be varied, including both short-term and long-term goals, and advisors will need to present a strategy that addresses all needs.

What We Offer:

  • Flexible working schedule and location
  • Unlimited earning potential
  • Performance-based income (Commission-based Monthly bonus)
  • Travel Incentives
  • Insurance and subsidised HMO
  • Rewards and Recognition
  • Trainings for continuous learning
  • Hyper-fast promotion/career growth

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Candidate must possess at least a Bachelor’s Degree in any field
  • Willing to attend Zoom training and seminars on Financial / Insurance Practices
  • Passionate and committed
  • Team player

Perks and Benefits

  • Flexitime Flexitime
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Retirement Benefit Plans Retirement Benefit Plans
  • Work from Home Work from Home

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Analyzing Data
  • Customer Service
  • Communication Skills

Preferred Courses

  • Business Administration
  • Entrepreneurship

Jobs Summary

Job level
Associate / Supervisor
Job category
Customer Service
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Financial Services
50 openings

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About Sun Life Financial - Evergreen NBO

Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission. Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives. In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world. Evergreen NBO is now on its 15th year in existence and has over 150 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers. It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).
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